CHA
AAPL icon

Cooper/Haims Advisors’s Apple AAPL Stock Holding History

Cooper/Haims Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,600
Closed -$1K – 58
2018
Q4 		$1K Buy
+1,600
New +$77.6K ﹤0.01% 59
2018
Q2 		– Sell
-2,400
Closed -$7K – 59
2018
Q1 		$7K Buy
+2,400
New +$103K 0.01% 48

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cooper/Haims Advisors's AAPL Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $221K and leaving 22,201 shares worth $6.42M. The position accounts for 2.76% of the portfolio, ranked #9.

Cooper/Haims Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.64M in Q2 2024. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cooper/Haims Advisors held 22,201 shares of Apple worth $6.42M as of Q2 2026.
  • Cooper/Haims Advisors sold 773 Apple shares in Q2 2026, an estimated $221K.
  • Apple made up 2.76% of Cooper/Haims Advisors's portfolio in Q2 2026, its #9 holding.
  • Cooper/Haims Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
  • Cooper/Haims Advisors's Apple position peaked at $6.64M in Q2 2024.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.